How to Change Customer Payment Method

This guide explains how to change a customer's payment method for active premium-financed programs. It provides step-by-step instructions on navigating to the program, selecting the payment method, and entering the new payment information. It also notes that the new payment method will not be charged until the next scheduled payment date.

Jack Brown
7 steps
26 seconds

Useascend

You can only change payment method for active premium-financed programs

Navigate to <https://dashboard.useascend.com/programs>

Select the program whose payment method you want to change

Click "Actions"

Click "Edit payment info"

Click "Change payment method"

Enter the new payment information (card or ACH)

Click "Save"

Note that the new payment method will not be charged until the next scheduled payment date